-37.7%
CHTR vs CSGP
-55.9%
+18.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.5% |
| 7D | +5.4% | -6.1% | +11.5% | +7.4% |
| 30D | +24.0% | +0.3% | +23.7% | +22.9% |
| 3M | -11.7% | -1.3% | -10.4% | -12.0% |
| 6M | -10.3% | -8.9% | -1.4% | -9.4% |
| YTD | -36.5% | -55.2% | +18.8% | -30.8% |
| 1Y | -37.7% | -56.4% | +18.7% | -31.5% |
| All | -37.7% | -55.9% | +18.2% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CSGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling